Beyond the term sheet

In today's high-multiple, return-constrained private equity (PE) environment, achieving superior returns demands a strategic focus that goes beyond traditional financial levers. While pricing and leverage remain important, the real difference increasingly comes from effective leadership, rapid team integration, and the organization's ability to scale efficiently. This report, based on extensive interviews with leading global PE firms, explores the pragmatic application of human capital as a key driver of value creation throughout the investment lifecycle.

It examines how top-performing firms leverage structured Chief Executive Officer (CEO) assessments, cultural diagnostics, and talent data to mitigate risk, accelerate synergy capture, and build compelling narratives for successful exits. The report offers practical insights and actionable strategies to help PE firms thoroughly assess critical areas such as CEO fit and succession planning, identify and address cultural gaps hindering execution, and manage turnover patterns that erode earnings before interest, taxes, depreciation, and amortization (EBITDA).

Download the full report to discover how strategically managing the human element of your investments can unlock hidden value and deliver greater returns.